Financial Engines Advisors’s Eversource Energy ES Stock Holding History

Financial Engines Advisors’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Buy	5,849 +2,460	+73%	+$170K	﹤0.01%	436
2026 Q1	$235K	Sell	3,389 -477	-12%	-$33.7K	﹤0.01%	499
2025 Q4	$260K	Buy	3,866 +376	+11%	+$26.4K	﹤0.01%	489
2025 Q3	$248K	Buy	3,490 +100	+3%	+$6.56K	﹤0.01%	498
2025 Q2	$216K	Buy	3,390 +58	+2%	+$3.57K	﹤0.01%	492
2025 Q1	$207K	Buy	+3,332	New	+$199K	﹤0.01%	411
2020 Q4	–	Sell	-2,626	Closed	-$219K	–	256
2020 Q3	$219K	Buy	+2,626	New	+$225K	﹤0.01%	219

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors's ES Position: Q2 2026 in Review

Financial Engines Advisors increased its Eversource Energy (ES) stake by 73% in Q2 2026, buying an estimated $170K and bringing the position to 5,849 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Financial Engines Advisors first reported a position in ES in Q3 2020 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Financial Engines Advisors held 5,849 shares of Eversource Energy worth $423K as of Q2 2026.
Financial Engines Advisors bought 2,460 Eversource Energy shares in Q2 2026, an estimated $170K.
Eversource Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #436 holding.
Financial Engines Advisors first reported a position in Eversource Energy in Q3 2020 and has held it in 7 quarters since.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.